Plan what group data to include in an engagement assessment

The data that is included in the engagement assessment is important as it will determine how you can filter results. You'll want to think about segments to include that align with the structure of your organization and will help you understand engagement for key employee groups.

What types of groups to include

1️⃣ Keep in mind the rule of five.

To protect the confidentiality of results, data will only be shown if at least five employees in a group respond to the assessment. As you create groups to use in assessment results, make sure to group employees in larger groups with at least five members so that results will be visible. We recommend groups with eight or more employees in case some employees don't respond to the assessment.

2️⃣ Include groups that reflect the structure of your organization.

Think about the groups that will help you understand how employees are doing in different areas of your organization. Here are some examples of the types of groups you may want to include:

  • Department
  • Division
  • Team
  • Location
  • Manager

3️⃣ Add groups that align with your engagement goals

Reflect on the goals you want to accomplish as you focus on employee engagement and make sure to include groups that will help you understand how employees are doing in these areas. Here are some examples:

  • Role Type: If you are wanting to understand engagement across different types of roles, including groups that reflect role types (i.e. individual contributor, manager, executive) may be helpful.
  • Compensation: Including groups that reflect compensation (i.e. salary/hourly or compensation bands) may help identify some important insights.
  • Tenure: Viewing results by tenure bands can help identify how engagement changes across the employee experience.

4️⃣ Consider including demographic data

Demographic data can also provide valuable insights about the state of engagement for different employee groups. Here are some examples to consider:

  • Gender
  • Generation
  • Race
  • Ethnicity

How to add group data

With the 15Five integration

If you are using 15Five to access the engagement dashboard and manage data, follow these instructions:

  1. Add the group data to 15Five. Group data will be synced from a few different sources in 15Five. Here is an overview of how to set it up:
    Location in 15Five Description Examples
    Profile This data is listed on the employee profile and can be populated from there.
    • Hire Date (used for Tenure)
    • Location
    • Job Title
    • Reviewer (used to create Manager groups)
    Groups Groups are also used in Check-ins and Performance Reviews in 15Five. Assignments to groups are visible to the employee, their hierarchy, and admin users. Groups work best if you want to use this data in other parts of the 15Five platform.
    • Department
    • Division
    • Team
    • Role Type
    Custom Attributes Attributes allow you to store additional data about an employee and control who can view this data. Attributes can be visible to only admin users. Use a custom attribute if you are using the data for engagement only or the data should not be visible to the employee or their hierarchy.
    • Salary / Hourly
    • Exempt / Non - Exempt
    • Salary Bands (i.e. 0-50k, 50k-100k, 100k-150k, 150k+)
    Demographic Attributes Demographic attributes are only visible to HR Admins and are used to store demographic data about an employee.
    • Gender
    • Birthdate (used for Generation)
    • Race
    • Ethnicity
  2. Populate data for employees one by one or with a bulk import. Data can be added and updated in 15Five from the Manage People page or with a bulk import.
  3. Go to Engagement and sync data. Click on Engagement from the navigation in 15Five. Go to Settings > Bulk Employee Import and click to Sync with 15Five.

Without the 15Five integration

If you are accessing the engagement dashboard and managing data separate from 15Five, follow these instructions:

  1. Add group types to Group Management. You can add the group types you want to include by going to Settings > Group Management. You can add custom groups or enable system groups.
  2. Populate data for employees. You can assign employees to groups one by one from Settings > Employee List or with a bulk import. Learn more.
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